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Atomi Financial Group’s Philips PHG Stock Holding History

Atomi Financial Group’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
9,026
-310
-3% -$8.21K 0.01% 1122
2026
Q1 		$247K Buy
+9,336
New +$264K 0.01% 1057
2024
Q4 		– Sell
-6,810
Closed -$206K – 1014
2024
Q3 		$206K Buy
+6,810
New +$181K 0.01% 842

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomi Financial Group's PHG Position: Q2 2026 in Review

Atomi Financial Group reduced its Philips (PHG) stake by 3.3% in Q2 2026, selling an estimated $8.21K and leaving 9,026 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1122.

Atomi Financial Group first reported a position in PHG in Q3 2024 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Atomi Financial Group held 9,026 shares of Philips worth $245K as of Q2 2026.
  • Atomi Financial Group sold 310 Philips shares in Q2 2026, an estimated $8.21K.
  • Philips made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1122 holding.
  • Atomi Financial Group first reported a position in Philips in Q3 2024 and has held it in 3 quarters since.
  • Atomi Financial Group's Philips position peaked at $247K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.